Reporting

Spreedly standard reports show how your payment traffic is performing: transaction volume, success and failure rates, Recover results, 3DS2 and fraud activity, payment methods and network tokens, and lifecycle management (Account Updater) results.

All reports live in one place. Open Reports from the left-hand menu, choose what you want to report on (your whole organization or a single environment), then pick a report tab.

The Reports page with the environment selector under the title and the report tabs below it.

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Who can see reports?
You need the Administrator or Analyst role in your organization. The other roles (Environment Manager, Workflow Manager, Connection Manager, Transaction Manager, Billing Manager, and Billing Analyst) don't include report access on their own.

If you don't see Reports in the left-hand menu, ask an Administrator in your organization to give you the Analyst role. Analyst gives read-only access to reports, environments, connections, payment methods, transactions, and workflows, without the ability to change settings.

Choosing what to report on

Use the selector under the Reports title to choose the data you want to see.

Selection	What you see
All environments (default)	Organization-wide reporting. Every report combines data from all environments in your organization.
A single environment	Reporting for just that environment. Each environment is listed by name with its environment key underneath.

The environment selector open, showing All environments with the organization name and key, then the list of environments with the Current tag.

Things to know about the selector:

It only changes reports. Picking an environment here doesn't change the environment you're working in elsewhere in the app. The environment you're currently working in is marked Current in the list, so you can tell them apart.
Search is built in. Start typing an environment's name or key to filter the list.
Reports reload automatically. When you change the selection, the report you're viewing reloads with data for the new selection.
Your choice follows you across tabs. Switching between report tabs keeps the same selection.
You can bookmark or share it. The selection is saved in the page URL, so a bookmarked or shared link opens the same reports for the same environment. If a link points to an environment that isn't in your current organization, reports fall back to All environments.
Need help? Select the info icon (ⓘ) next to the selector for a quick summary.

Changing the environment you work in: to change your working environment for the rest of the app, go to Environments.

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Looking for Organization reports?
Organization-level reports used to live in the top-right menu. They're now the All environments selection on the Reports page, and old Organization reports links take you there automatically.

Filters and date range

Most report sections have their own filter bar under the section title. Filters apply only to the section they appear in.

Date range

Default: the last 30 days, ending today.
Choosing dates: select a start date and an end date in the calendar. To report on a single day, select just one date.
Future dates can't be selected.
Time zone: dates are shown and filtered in UTC. A transaction that happened late in the evening in your local time may fall on the next day in the report.

Applying filter changes

Changing a filter doesn't reload the data on its own. When you change a filter, the refresh button in the section header is highlighted; select it to reload the section with your new filters.

Other controls in the section header:

Control	What it does
Last updated	How long ago the section was last refreshed, such as "just now" or "5m ago".
Refresh	Reloads the section with the current filters.
Cancel (shown while loading)	Stops loading. The section keeps the last data it had.
Show filter / Hide filter	Shows or hides the filter bar. When hidden, the header shows how many filters are set.
Actions menu (⋮) > Reset filters	Restores the section's default filters and reloads it.
Actions menu (⋮) > Download all	Downloads everything in the section (see Downloading data).

Filters reset to their defaults when you switch report tabs, change the environment selection, or leave Reports.

Filter types

Filter	Options
Gateway type, Receiver type, Merchant profile, Gateway, Card brand	Choose `is` to include specific values, `is null` for transactions without a value, or `is not null` for any transaction with a value. Leave empty to include everything.
Billable	`Yes` (default) shows billable activity only. It excludes Advanced Vault and network tokenization operations such as `update_gratis` and `card_refresher` inquiries. Spreedly doesn't differentiate between test and production activity for billing purposes.
Test	`No` (default) excludes test transactions.
On test gateway	`No` (default) excludes transactions on test gateways.
Workflow name	Limits results to one Composer workflow. Search by name. Selecting a workflow turns off the test, sandbox, and deleted-workflow filters, because a single workflow is already one specific set of transactions.

Report tabs

Every tab works in both All environments and single-environment reporting unless noted.

Overview

A snapshot of activity and performance. It has three sections, each with its own filters.

API calls

Filters: date range, gateway type, receiver type, billable.

Total API calls for the period.
API calls trend over time.

All environments Overview Report showing the Total API Calls for the selected period and API calls trend over time

Account overview

Filter: date range. Select a slice in the Card brand, Currency, or Payment method charts to filter the section by that value; remove the filter chip to clear it, then refresh.

Gateways and Receivers with transaction activity.
Avg. ticket size: average USD value of successful Purchase, Capture, PurchaseViaReference, and OffsitePurchase transactions on non-test gateways.
Transactions trend over time.
Card brand, Currency, and Payment method breakdowns.

All Environments Overview Report showing the Account Overview section for Gateways, Receivers and Average Ticket Size

All Environments Overview Report showing the Account Overview section with Transactions trend over time

All Environments Overview Report showing the Card Brand, Currency and Payment Method breakdown

Revenue transaction funnel

Filter: date range. Two funnels, Count of revenue transactions and USD($) of revenue transactions, each showing:

Total
Succeeded
Rejected by Spreedly
Rejected at gateway
Timeout or other error resulting in no response

All Environments Overview Report showing the Revenue Transaction Funnel for count and USD($)

Success rates

Success rates

Filters: workflow name, date range, on test gateway, test.

Success rate trends by Gateway, Card type, and Payment method.

Success % = (succeeded Purchase, Verification, Authorization, PurchaseViaReference, and OffsitePurchase transactions) ÷ (all Purchase, Verification, Authorization, PurchaseViaReference, and OffsitePurchase transactions).

Workflow success rates

Filters: workflow name, date range, sandbox workflows, include deleted workflows.

Workflow success rates: success rate trend by workflow.
Workflow version success rates: success rate trend by version within one workflow. Select a workflow to see this chart. If you only have one workflow, it's selected for you.

See Composer for more about workflows.

Failure rates

Filters: date range, gateway type.

Transaction failures: trend of failed transactions by state:
- Failed: failed input validation and was never sent to the gateway.
- Gateway processing failed: rejected by the gateway.
- Gateway processing result unknown: a timeout or other error meant no response was recorded from the gateway.
Gateway error messages (Top 20): the most common error messages on failed transactions, with counts.

Transactions

Filter: date range.

API calls by environment shows API calls by action as a stacked chart.

All environments: one bar per environment, so you can compare environments side by side.
A single environment: that environment only.

Recover

Filter: date range. See Recover for how Recover works.

Metric	Description
Total ROI	Revenue recovered in the period.
Recovered transactions total	Number of transactions recovered in the period.
Recover adjusted success rate	Your authorization and purchase success rate, adjusted for Recover attempts. A transaction that fails twice and then succeeds through Recover counts as 100% successful.
Recovered transactions amount	USD amount and count of recovered transactions by month.

Recover performance metrics

Metric	Description
All Recover enabled count	Transactions with Recover enabled, whether or not recovery was attempted.
Recover attempted count	Initially failed transactions where recovery was attempted.
Successfully recovered count	Initially failed transactions that were recovered.
Failed transactions attempted to recover	Percentage of initial failures where recovery was attempted.
Recovered rate	Percentage of recovery attempts that succeeded.
Recover success rate uplift	How much successful recovery improved your success rate.

Also on this tab:

All Recover transactions: detail for every Recover-enabled transaction.
Recover breakdown by workflow key: performance metrics per Composer workflow.
Recover adjusted success rate per workflow: compare adjusted success rates across workflows.

Protect

3DS2 and fraud management activity. Each section has its own date range.

Protect overview
- Totals: Total transactions, Approval rate, Decline rate, and Not reviewed rate.
- 3DS usage: trend over time.
3DS2
- SCA transactions: trend of Strong Customer Authentication transactions.
- Flow performed: challenge, device fingerprint, frictionless, or not authenticated.
- SCA auth response codes: Y, N, or C.
Protect funnel: Attempted, Challenge required, Challenge completed, and Approved.
Normalized decline reason: decline reasons by card brand and gateway.
Fraud decisions: approved, declined, and not reviewed trends.
- Filters: date range, merchant profile, gateway, card brand.
Fraud monitoring: recent transactions with their gateway status and fraud response.
- You can filter and sort each column, and show 5, 10, 20, or 50 rows per page.
- Downloads include your current filters and sorting.

Payment methods

Payment methods

Filter: Test only. This section shows your current retained payment methods, so it has no date range.

Retained payment methods over time.
Payment methods: counts by type and card brand.

Network Tokens: provisioning

Filter: date range. See Network Tokenization.

Retained payment methods with Network Tokens: retained payment methods that currently have a network token.
All retained payment methods: whether or not a network token has been issued.
Payment methods created over time with NT count. Several payment methods for the same card share one network token.
Network Tokens provisioned by month. Spikes can come from bulk tokenization.
Number of Network Tokens created by date and Tokens provisioned when retained.

Network Tokens: transactions

Filters: date range, card type, stored credential initiator (cardholder or merchant).

Metrics by date range:
- Network Tokens transactions and success over time.
- Network Tokens transactions (all gateways).
- Network Tokens transactions (NT supported gateways).
Fixed date range: the prior day's network token transactions by NT supported gateway and by card brand. These always show the previous day and don't use the date range.

Lifecycle management

Results from Account Updater, which keeps stored cards up to date when issuers reissue them. See Lifecycle management / Account Updater.

Filter: date range.

Account Updater results
- Counts by result type:
  - ReplacePaymentMethod: the card number or expiration date was updated.
  - InvalidReplacePaymentMethod: the new details were invalid. There's no charge.
  - ContactCardHolder: the issuer asked you to contact the cardholder. No changes were made.
  - ClosePaymentMethod: the account is closed. The payment method is kept, but no further updates are attempted.
- In All environments, results are also broken down by environment.
AU transactions: every Account Updater transaction in the period.
- Columns: created date, transaction type, payment method key, transaction token, first six and last four digits, and expiration month and year.
AU transactions by environment.
Results by card type.
Eligible cards by type: your current eligible cards. It doesn't use the date range.

The tab always shows this note: Lifecycle management only updates cards enrolled in Advanced Vault. The report itself is always shown, even if a feature has since been turned off, so you can still see past results.

Lifecycle management warnings

Lifecycle management needs both Account Updater and Advanced Vault. If something isn't turned on, a warning above the report tells you what's off and how to turn it on. You'll see at most one warning, in this order:

What's off	What the warning tells you
Account Updater or Advanced Vault isn't turned on for your organization by Spreedly	Which feature (or both) isn't turned on. Contact your account manager or Spreedly Support. The warning also summarizes what lifecycle management does.
An administrator turned Account Updater or Advanced Vault off for your organization	An administrator can turn it back on in Organization settings.
The feature is off for the selected environment (or, in All environments, off on every environment)	An administrator can turn it on in the environment's vault configuration.

Account Updater and Advanced Vault can generate significant third-party costs. Before changing these settings, contact your account manager or Spreedly Support to discuss potential costs and the right settings for your use case.

Switching environments from a warning: vault configuration always applies to the environment you're currently working in. If the warning is for a different environment than your current one, selecting vault configuration asks you to confirm before switching your working environment, then takes you to that environment's vault configuration. Select Cancel to stay where you are.

Downloading data

File names show what you downloaded: downloads from All environments start with Organization_ and include your organization key; downloads from a single environment start with Environment_ and include the environment key.

What	How
One chart	In the chart's menu, select Download data, then Download CSV or Download PDF.
One table	In the table's menu, select Download CSV. Downloads include the table's current filters.
AU transactions (Lifecycle management)	Choose Quick download for the first 500 rows, or Full download for up to 100,000 rows. Full downloads continue in the background while you use the app. For more than 100,000 transactions, narrow the date range and download in batches.
A whole section	In the section's actions menu (⋮), select Download all for a ZIP file of the section's CSVs and PDFs.

Large downloads can take a while. If a section has no data for your filters, you'll see "No data available to download."

You can also open a chart in an expanded view from its menu (View, then Expanded).

FAQ

How current is the data?
Data is usually available about 60 minutes after a transaction occurs.

Why don't the numbers match between All environments and a single environment?
All environments combines every environment in your organization. Select a single environment to see just that environment's activity.

Why didn't my report change after I changed a filter?
Select the highlighted refresh button in the section header to apply filter changes.

I changed the environment in Reports. Why is the rest of the app still on my old environment?
The Reports selector only changes reports. To change the environment you work in, go to Environments.

Why does a day's total look off by a few hours?
Reports use UTC. Transactions near midnight in your local time may be counted on the previous or next day.

Where did Organization reports go?
Select All environments on the Reports page. Old Organization reports links redirect there.

How can I see a report with all of my latest transactions?
Recent transactions can be found within the Connect menu. See Recent Transactions for more information.